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Quick start

You build a report by putting fields into four boxes, the zones: Rows and Columns split the table, Values says what is computed in its cells, Filters leaves rows out. These six steps build "revenue per region and category" from sales data. Follow along in the live demo (Data: Sales, Start: Empty report) or in your own application.

1. Open the report

An empty report lists every field of the data on the left and shows three first steps in the middle, with up to three saved views to start from instead.

An empty report: the field list on the left, the four empty zones, and "Build your report in three steps" with three saved views to start from An empty report: the field list on the left, the four empty zones, and "Build your report in three steps" with three saved views to start from

2. Put a field into Rows

Drag Region from the field list into Rows, or click it: a text field goes to Rows. The table gets one row per region and a grand total row; a tip says what comes next.

Region in Rows: one row per region, and the tip to add a number to Values Region in Rows: one row per region, and the tip to add a number to Values

3. Put a number into Values

Drag Revenue into Values, or click it: a number goes to Values and is summed. The column reads "Sum of Revenue"; its menu (the arrow on the chip) changes the sum to an average or a count, and the number format. A tip says that a click on a value shows the rows behind it.

Sum of Revenue per region Sum of Revenue per region

4. Split the columns

Drag Category into Columns, or choose "Add to Columns" in its menu (the three dots next to the field). Each region now has a value per category, with totals at the right and at the bottom.

Revenue per region and category, with totals Revenue per region and category, with totals

5. Filter

Open the menu of the Region chip and choose the filter. Untick the regions you do not want, or click Only next to one, then Apply. The chip then says how many it keeps ("3 of 5").

The filter of Region: its values with row counts, a search, Select all, Select none, and a text condition The filter of Region: its values with row counts, a search, Select all, Select none, and a text condition

6. Switch to the chart

Click Chart in the toolbar. The same report is drawn as bars, one colour per category. Table brings the table back.

The same report as bars, one colour per category The same report as bars, one colour per category

Then: save, share or export

  • Undo takes back any step; Reset goes back to the start; New starts an empty report.
  • Views, Save current view keeps the report under a name, for you; once you work on a saved view, Save writes your changes into it with one click. Share copies a link or downloads it as a file (Views, saving and sharing).
  • Export downloads the table as Excel or CSV, or the chart as a picture, and copies the table into a spreadsheet (Export and copy).
  • Click any number to see the rows behind it (The rows behind a number).

Next: Learn with real data has questions to answer on real public data, and Use a report lists a page for every task.